At Smart Private Wealth we firmly believe you should get what you pay for. We are a fee-for-service firm, which means we outline every step of your financial planning process with a corresponding value. We get paid for the advice we provide, not for the products we recommend.
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We believe that a fee-for-service arrangement ensures that you feel confident that we have your best interests at the forefront of every part of your financial plan. It makes for a transparent and honest transaction that we hope you agree, ensures a better long term financial relationship.
Our Financial Planning fees will be quoted and a proposal provided once we have had our 60-Minute Financial Consultation Meeting and have a clear understanding of your current financial structures, and what you would like to achieve with your wealth.